ATS Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

5435 Oberlin Dr Ste 200, San Diego, Cali...

Phone Number

(858) 643-5757

Revenue

<$5 Million

Industry

Finance Securities Trading

About ATS Financial

ATS Financial is a financial services firm located in San Diego that specializes in multi-generational estate planning and asset management. The firm aims to provide comprehensive financial planning services tailored to meet the needs of its clients. With a focus on creating lasting wealth for future generations, ATS Financial aims to serve individuals and families looking for strategic financial solutions. Their team of financial advisors works diligently to ensure that clients receive personalized, effective guidance for their financial futures.Explore more
ATS Financial's Social MediaSIC Code 62,628NAICS Code 52,525Show more

ATS Financial Org Chart

PhoneEmail
AS
United States flag for contact location.

Client Services Coordinator

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PS
United States flag for contact location.

Ats Wealth Strategist

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ATS Financial

<$5M
1-10
Private
-
2001
AS
Adam SevierClient Services Coordinator
$7.5M
11-50
Private
-
2021
LZ
Leigh ZhangChief Investment Officer
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

ATS Financial Tech Stack

A closer look at the technologies used by ATS Financial

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Frequently Asked Questions Regarding ATS Financial

What is ATS Financial's official website?
ATS Financial's official website is www.atsfinancial.com
What is ATS Financial's Revenue?
ATS Financial's revenue is <$5 Million
What is ATS Financial's SIC code?
ATS Financial's SIC: 62,628
What is ATS Financial's NAICS code?
ATS Financial's NAICS: 52,525
How many employees does ATS Financial have?
ATS Financial has 1-10 employees
What industry does ATS Financial belong to?
ATS Financial is in the industry of: Finance, Securities Trading
What is ATS Financial competition?
ATS Financial top competitors include: Ratcliff Financial Services, Bay Harbor Wealth Management, Fulcrum Wealth Advisors, WealthSpring
What technology does ATS Financial use?
Some of the popular technologies that ATS Financial uses are: Sentry, InstantSearch+, Microsoft 365, WixStores
How do I contact ATS Financial?
ATS Financial contact info: Phone number: (858) 643-5757 Website: www.atsfinancial.com
What does ATS Financial do?

ATS Financial is a financial services firm located in San Diego that specializes in multi-generational estate planning and asset management. The firm aims to provide comprehensive financial planning services tailored to meet the needs of its clients. With a focus on creating lasting wealth for future generations, ATS Financial aims to serve individ... uals and families looking for strategic financial solutions. Their team of financial advisors works diligently to ensure that clients receive personalized, effective guidance for their financial futures.Read More

What are ATS Financial social media links?
ATS Financial Linkedin page ATS Financial Twitter page
Is ATS Financial a public company?
ATS Financial is private company therefore does not currently have an official ticker symbol
See more information about ATS Financial

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